THE MILLEGAN MEMO: SEPTEMBER 2025
Helen of Troy (HELE) is cheap, wheat commodity corners collapse in 1871, the Woodworth Fund releases its Q3 Newsletter, and the yield curve flips back. Different centuries, same story: the market always humbles someone.
- Managing Partners Drew Millegan & Quinn Millegan
THE YIELD CURVE FLIP AND WHAT IT MEANS: RECESSION INDICATORS?
The current U.S. Treasury yield curve presents a complex picture that, while sharing some similarities with the 2007 pre-recession environment, occurs within a markedly different economic context. Check out today’s analysis.
THE MILLEGAN MEMO: FEBRUARY 2025
Intel’s potential breakup has the company poised for exciting times, Stellantis earnings show a strong balance sheet, and the yield curve partly inverts as recession fears loom. - Managing Partners Drew Millegan & Quinn Millegan